Foresight Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Foresight Wealth Management’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-29,787	Closed	-$870K	–	89
2022 Q3	$870K	Sell	29,787 -70,600	-70%	-$2.1M	0.2%	46
2022 Q2	$2.98M	Sell	100,387 -778,325	-89%	-$23.3M	0.62%	18
2022 Q1	$26.5M	Buy	878,712 +66,269	+8%	+$2.02M	4.9%	4
2021 Q4	$25.2M	Buy	812,443 +270,429	+50%	+$8.4M	0.32%	4
2021 Q3	$16.9M	Buy	542,014 +39,023	+8%	+$1.22M	3.4%	4
2021 Q2	$15.7M	Buy	502,991 +169,793	+51%	+$5.32M	3.49%	4
2021 Q1	$10.4M	Sell	333,198 -8,151	-2%	-$256K	2.65%	7
2020 Q4	$10.7M	Buy	341,349 +51,138	+18%	+$1.6M	2.84%	8
2020 Q3	$9.1M	Buy	290,211 +18,032	+7%	+$566K	3.05%	7
2020 Q2	$8.53M	Sell	272,179 -2,601	-0.9%	-$80.6K	3.89%	6
2020 Q1	$8.31M	Buy	274,780 +39,429	+17%	+$1.21M	5.73%	4
2019 Q4	$7.26M	Buy	235,351 +62,866	+36%	+$1.94M	4.47%	6
2019 Q3	$5.32M	Buy	172,485 +29,483	+21%	+$907K	3.84%	6
2019 Q2	$4.4M	Buy	143,002 +73,110	+105%	+$2.23M	3.33%	5
2019 Q1	$2.13M	Buy	+69,892	New	+$2.12M	1.85%	16

Other funds holding SPSB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foresight Wealth Management's SPSB Position: Q4 2022 in Review

Foresight Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2022, closing a stake of 29,787 shares — an estimated $870K sold.

Foresight Wealth Management first reported a position in SPSB in Q1 2019 and held it in 15 quarters. The position peaked at $26.5M in Q1 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q4 2022.

Foresight Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 29,787 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2022, an estimated $870K.
Foresight Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
Foresight Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $26.5M in Q1 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.